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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
HC
1876
Hourglass Capital
Texas
$243K
IFAM
1877
Institutional & Family Asset Management
Colorado
$243K +$1.26K +6 +0.6%
AA
1878
Alesco Advisors
New York
$242K
BWP
1879
BSW Wealth Partners
Colorado
$242K +$228K +1,087 New
ACA
1880
Anchor Capital Advisors
Massachusetts
$241K
CAWM
1881
Capital Advisors Wealth Management
Washington
$241K +$4.2K +20 +2%
KAM
1882
KEB Asset Management
Illinois
$240K -$419K -2,000 -65%
CWA
1883
Consilium Wealth Advisory
Texas
$240K -$3.36K -16 -1%
GIM
1884
Greylin Investment Management
Virginia
$240K
SCM
1885
Silvant Capital Management
Georgia
$240K
SCFS
1886
S.C. Financial Services
Arizona
$240K +$629 +3 +0.3%
CWA
1887
Canvas Wealth Advisors
Kansas
$239K -$2.94K -14 -1%
RW
1888
Rede Wealth
Virginia
$239K +$210 +1 +0.1%
BFO
1889
Boston Family Office
Massachusetts
$239K +$225K +1,072 New
MGAM
1890
McGowan Group Asset Management
Texas
$238K -$168K -800 -43%
BA
1891
Bristlecone Advisors
Washington
$238K +$10.7K +51 +5%
RTC
1892
Riverview Trust Company
Washington
$238K +$62.7K +299 +39%
PIA
1893
Pinion Investment Advisors
Kansas
$238K +$224K +1,068 New
PHK
1894
Point72 Hong Kong
Hong Kong
$238K +$224K +1,070 New
WMA
1895
West Michigan Advisors
Michigan
$237K -$37.5K -179 -14%
AWM
1896
Act Wealth Management
Texas
$237K -$5.24K -25 -2%
VA
1897
Valmark Advisers
Ohio
$237K -$5.03K -24 -2%
MJRIC
1898
Mogy Joel R Investment Counsel
California
$236K
EFM
1899
E Fund Management
China
$235K -$29.4K -140 -12%
ERWM
1900
Elk River Wealth Management
Colorado
$235K +$210 +1 +0.1%